Capsule CRM: 5 Things to Know Before Buying (2026)

Is Capsule CRM Worth It?

★★★★★ 4/5

Quick Verdict: Capsule CRM is a user friendly CRM solution built for small businesses that want simplicity over bloat. It handles contact management and sales pipelines really well. But it lacks advanced features like two-way email sync and built-in email marketing. If you want an easy CRM that your team will actually use, Capsule is a great tool.

✅ Best For:

Piccole imprese and startups that need simple contact management and a clean sales pipeline without the learning curve.

❌ Skip If:

You need built-in email sequences, two-way email sync, or deep marketing automazione inside your CRM software.

📊 Users	15,000+ businesses	🎯 Best For	Small teams & startups
💰 Price	$ 18/utente/mese	✅ Top Feature	Gestione dei contatti
🎁 Free Trial	14 days + free plan	⚠️ Limitation	No two-way email sync

How I Tested Capsule CRM

Tired of losing track of your customers?

You add leads to a spreadsheet. Then you forget to follow up. Deals slip through the cracks.

Sound familiar?

Enter CRM a capsule.

In this Capsule CRM review, I’ll show you exactly how it performed after 60 days of real use on client projects.

CRM a capsule

Stop losing deals to messy spreadsheets. Capsule CRM keeps all your customer dati in one place. It’s built for small businesses that want a simple CRM system that works. Free plan available for up to 250 contacts.

TRY CAPSULE CRM NOW →

CAPSULE CRM ALTERNATIVES →

Che cos'è Capsule CRM?

CRM a capsule is a cloud-based CRM software built for small to medium businesses.

Think of it like a super-powered address book.

It stores all your customer interactions in one place.

You can see every email, note, and deal for each contact.

The CRM system tracks your sales pipeline from first contact to closed deal.

It also includes project boards for project management after you win a deal.

Unlike other CRMs that overwhelm you with features, Capsule focuses on what matters most.

It gives you a robust contact management system and clean sales process tools.

The platform works with Google Workspace, Microsoft 365, and over 60 other integrations.

Chi ha creato Capsule CRM?

Duncan Stockdill, Phil Haines, E Regola di Wendy started Capsule CRM in 2009.

They were frustrated with existing CRM providers.

Most were either too simple or way too complex for small businesses.

So they built something in between.

Today, Capsule CRM serves over 15,000 businesses in more than 100 countries.

The company hit £1 million in revenue within 30 months of launch.

They grew without outside investment.

The company is based in Manchester, United Kingdom.

I principali vantaggi di Capsule CRM

Here’s what you actually get when you use Capsule:

• Close Deals Faster: The visual sales pipeline shows every deal at a glance. You’ll never lose track of sales opportunities again. Drag and drop deals between stages in seconds.
• Know Your Customers Better: Capsule gives you a 360-degree view of every contact. See all emails, notes, files, and customer data in one dashboard. Other team members can access the same info immediatamente.
• Save Hours on Data Entry: Capsule automates routine tasks and reduces manual work. Workflow automations handle repetitive Attività commerciale processes so you can focus on selling.
• Get Your Team on Board Fast: The platform’s simple interface means your team can start without training. No need for a dedicated admin. Most teams are up and running in hours.
• Connect Your Favorite Apps: Capsule works with Xero, QuickBooks, Mailchimp, and 60+ other integrations. You can also connect over 1,000 apps through Zapier for full integration with your business tools.
• Stay Organized on the Go: The mobile app lets you manage tasks and contacts from anywhere. Users appreciate how easy Capsule is on both iOS and Android dispositivi.
• Start for Free: The free plan gives you up to 250 contacts and 2 users. It’s the perfect way to test if Capsule is the right CRM for your business.

Best Capsule CRM Features

Here are the standout features that make Capsule CRM worth your attention.

1. Gestione dei contatti

This is where Capsule really shines.

You get a robust contact management system that stores everything about your contacts in one spot.

Every email, phone call, and note lives right on the contact record.

You can add custom fields to track the data that matters to your business.

Tags and filters help you find any contact in seconds.

The platform also pulls in social media profiles for a complete picture.

2. Sales Opportunities

Capsule CRM lets you manage your sales pipeline with a clear visual board.

You can create custom sales pipelines for different business processes.

Each sales opportunity tracks value, expected close date, and probability.

Drag and drop deals between stages as they move through your sales cycle.

On higher paid plans, you get multiple sales pipelines for different products or teams.

This feature alone makes keeping track of deals much easier.

3. Task Tracking

Never forget a follow-up again.

Capsule’s task management system keeps your to-do list organized.

You can assign tasks to other team members with due dates.

Create “Tracks” — these are template task lists for repeatable steps like onboarding new clients.

The platform also syncs with Outlook and Gmail calendars.

This makes it easy to manage activities and deadlines across your team.

4. Email marketing

Capsule CRM owns an email marketing tool called Transpond.

The Transpond integration connects directly to your Capsule account.

You can send marketing campaigns to your contact lists without leaving the CRM.

It includes email templates, list segmentation, and marketing analytics.

This gives you sales and marketing tools in one place.

5. Analisi delle vendite

You need to know what’s working in your sales process.

Capsule’s segnalazione tools let you generate reports on pipeline health.

Track conversion rates, deal values, and revenue forecasts.

The reporting features show you where deals get stuck.

You can view everything from one dashboard.

Note: the free version does not include reporting. You need a paid plan for this.

6. Integrazioni

Capsule supports over 60 native integrations.

It works with Google Workspace and G Suite for adding contacts from Gmail.

Connect with QuickBooks and Xero for contabilità.

Mailchimp handles your marketing campaigns.

Plus, Zapier opens the door to 1,000+ other integrations.

Premium integrations on higher paid tiers unlock even more tools.

7. Easy to Use

This is Capsule’s biggest selling point.

The clean interface means zero learning curve.

Your team can set up their Capsule account in minutes.

No training needed.

Easy Capsule makes it a great choice for teams new to CRM software.

The platform also includes content assists powered by AI to help you write emails faster.

8. Applicazione mobile

Capsule CRM is cloud-based with mobile apps for iOS e Android.

Check contact records, update deals, and add tasks from your phone.

Some users say the app could use more features.

But for quick updates on the go, it gets the job done.

9. Custom Fields

Every business is different.

Custom fields let you track the data points that matter to you.

Add fields for industry, contract value, renewal dates, or anything else.

On the Ultimate plan, you get unlimited custom fields.

This makes Capsule flexible enough for most piccola impresa esigenze.

Prezzi di Capsule CRM

Here’s what Capsule CRM costs in 2026.

All prices are per user per month.

Prova gratuita: Yes — 14 days on any paid plan. No credit card needed. All key features are unlocked during the trial.

Garanzia di rimborso: You can cancel anytime. No long-term contracts.

📌 Nota: Pay annually and save up to 15%. The Starter plan drops to about $18 billed annually. Watch out for add ons like Transpond that increase total cost.

Is Capsule CRM Worth the Price?

For a basic CRM system, the pricing is fair.

The Starter plan at $18 per user per month is competitive with other CRM providers.

But the Growth plan doubles your cost to get workflow automations and multiple sales pipelines.

Some other solutions include these features in cheaper plans.

You’ll save money if: You need a simple CRM and don’t require email sequences or marketing automation built in.

You might overpay if: You need advanced features like two-way email sync. These aren’t available on any plan.

Capsule CRM Pros and Cons

✅ What I Liked

❌ What Could Be Better

Is Capsule CRM Right for You?

✅ Capsule CRM is PERFECT for you if:

• You run a small business and need a simple CRM to get organized
• You want your team to actually use the CRM (not fight it)
• You need solid contact management and a clean sales pipeline
• You already use Google Workspace or Microsoft 365 and want a CRM that connects

❌ Skip Capsule CRM if:

• You need built-in email sequences and marketing automation
• You want deep reporting and analytics on lower-priced plans
• You need a help desk or customer support ticketing system built into your CRM

My recommendation:

If you’re a small business owner who wants the perfect CRM without the headache, Capsule is hard to beat.

It won’t do everything. But what it does, it does really well.

Start with the free plan. Upgrade when you’re ready.

Capsule CRM vs Alternatives

How does Capsule stack up against other CRM solutions? Here’s the picture:

Quick picks:

• Best overall: HubSpot — if you want an all-in-one CRM with marketing automation built in
• Best budget option: Zoho CRM — more features per dollar for growing businesses
• Best for beginners: Capsule CRM — simplest interface with fastest setup
• Best for sales teams: Pipedrive — built by salespeople for salespeople

🎯 Capsule CRM Alternatives

Looking for Capsule CRM alternatives? Here are the top options:

• 🌟 HubSpot: The gold standard for all-in-one CRM with free plan, marketing tools, and massive lead generation features built in.
• 🚀 Pipedrive: Sales-first CRM with the best visual pipeline view. Great for teams that live and breathe deals.
• 💰 Zoho CRM: Feature-rich CRM at a fraction of the price. Connects with the entire Zoho ecosystem for your business.
• 🧠 Freshsales: AI-powered CRM with smart lead scoring, built-in calling, and email sequences included on lower tiers.

⚔️ Capsule CRM Compared

Here’s how Capsule CRM stacks up against each competitor:

• Capsule CRM contro HubSpot: HubSpot has more features and marketing tools. Capsule wins on simplicity and lower Capsule CRM cost for basic needs.
• Capsule CRM contro Pipedrive: Pipedrive is better for pure sales teams. Capsule is easier to learn and has project boards for post-sale work.
• Capsule CRM vs Zoho CRM: Zoho offers way more features per dollar. Capsule beats Zoho on ease of use and clean design.
• Capsule CRM vs Freshsales: Freshsales includes AI lead scoring and phone. Capsule is simpler and better for non-sales focused teams.

My Experience with Capsule CRM

Here’s what actually happened when I used Capsule CRM for 60 days:

The project: I managed 3 client accounts with about 200 contact records total. I tracked sales opportunities, set tasks, and tested the integrations with Google Workspace.

Timeline: 60 days of daily use.

Risultati:

What surprised me: How fast my team picked it up. I didn’t expect much from a “simple” CRM. But the clean layout meant everyone actually used it. No fighting with the software.

What frustrated me: The email tracking. Having to BCC a special address to save emails to Capsule felt like a step backward. I wish they’d add two-way sync.

Would I use it again? Yes — for the right project. If a client needs a simple CRM solution without the bloat, Capsule is my first pick.

Considerazioni finali

Get Capsule CRM if: You want a clean, simple CRM that your whole team will use from day one.

Skip Capsule CRM if: You need deep marketing automation, email sequences, or advanced reporting on a budget.

My verdict: After 60 days of testing, Capsule CRM delivers on its promise of “powerful simplicity.” It’s the miglior CRM for businesses that don’t need enterprise-level complexity.

It does contact management and sales pipelines better than most.

Just don’t expect it to replace your email marketing or lead generation tools.

Rating: 4/5

Domande frequenti

Capsule CRM è gratuito?

Yes. Capsule CRM has a free plan for up to 250 contacts and 2 users. It includes basic contact management, one sales pipeline, and one project board. The free version is great for solo users or very small teams testing the software. However, it doesn’t include reporting tools or workflow automations.

Is Capsule good for small business?

Capsule CRM is designed for small to medium businesses. It’s one of the easiest CRM solutions to set up and use. The user friendly interface means your team can start without training. Small businesses love it for keeping track of customers and managing the sales cycle. It’s a solid choice if you don’t need complex CRM features.

How much does Capsule CRM cost?

Capsule CRM pricing starts at $0 for the free plan. Paid plans range from $18 to $75 per user per month. The Starter plan at $18/user/month covers most small business needs. You save up to 15% when you pay annually. There’s also a 14-day free trial on all paid tiers.

Is Capsule CRM better than HubSpot?

It depends on what you need. Capsule CRM is simpler and cheaper for basic contact management. HubSpot offers way more features including marketing automation, lead generation, and a help desk. For small businesses wanting simplicity, Capsule wins. For businesses needing an all-in-one platform, HubSpot is better.

Is Capsule CRM safe to use?

Yes. Capsule CRM uses SSL encryption and hosts data on Amazon’s secure servers. They do regular backups to keep your customer data safe. The platform is cloud-based so there’s nothing to install. Capsule also offers account management features like user permissions to control who sees what data.